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Jared Thomas Fiedler

Investment adviser representative at Ami Investment Management Inc
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$963.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Ami Investment Management IncJul 2023 to now
  2. Valeo Financial AdvisorsJan 2019 to Jun 2023
  3. StudentJan 2010 to Dec 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (IN).

Ami Investment Management Inc

$963.6MAssets managed
315Clients
4Advisers
31 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7425350
Firm CRD
106321
Advisor's SEC record (opens in a new tab)
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